DOXIX vs. NSTLX
Compare and contrast key facts about Dodge & Cox Income Fund Class X (DOXIX) and Neuberger Berman Strategic Income Fund (NSTLX).
DOXIX is an actively managed fund by Dodge & Cox. It was launched on May 2, 2022. NSTLX is managed by Neuberger Berman. It was launched on Jul 10, 2003.
Performance
DOXIX vs. NSTLX - Performance Comparison
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DOXIX vs. NSTLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DOXIX Dodge & Cox Income Fund Class X | -0.17% | 8.39% | 2.33% | 7.75% | -2.35% |
NSTLX Neuberger Berman Strategic Income Fund | -1.42% | 9.44% | 6.02% | 10.07% | -4.42% |
Returns By Period
In the year-to-date period, DOXIX achieves a -0.17% return, which is significantly higher than NSTLX's -1.42% return.
DOXIX
- 1D
- 0.63%
- 1M
- -2.30%
- YTD
- -0.17%
- 6M
- 1.13%
- 1Y
- 5.17%
- 3Y*
- 4.97%
- 5Y*
- —
- 10Y*
- —
NSTLX
- 1D
- 0.30%
- 1M
- -3.01%
- YTD
- -1.42%
- 6M
- -0.08%
- 1Y
- 5.29%
- 3Y*
- 6.63%
- 5Y*
- 2.68%
- 10Y*
- 4.05%
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DOXIX vs. NSTLX - Expense Ratio Comparison
DOXIX has a 0.33% expense ratio, which is lower than NSTLX's 0.59% expense ratio.
Return for Risk
DOXIX vs. NSTLX — Risk / Return Rank
DOXIX
NSTLX
DOXIX vs. NSTLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Income Fund Class X (DOXIX) and Neuberger Berman Strategic Income Fund (NSTLX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DOXIX | NSTLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 1.61 | -0.44 |
Sortino ratioReturn per unit of downside risk | 1.68 | 2.34 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.31 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 1.78 | +0.27 |
Martin ratioReturn relative to average drawdown | 6.15 | 7.74 | -1.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DOXIX | NSTLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.61 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.54 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.86 | -0.18 |
Correlation
The correlation between DOXIX and NSTLX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DOXIX vs. NSTLX - Dividend Comparison
DOXIX's dividend yield for the trailing twelve months is around 4.36%, less than NSTLX's 5.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DOXIX Dodge & Cox Income Fund Class X | 4.36% | 4.30% | 4.32% | 3.92% | 2.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NSTLX Neuberger Berman Strategic Income Fund | 5.13% | 5.46% | 5.31% | 5.38% | 3.92% | 6.29% | 3.81% | 4.02% | 4.33% | 3.64% | 3.54% | 4.09% |
Drawdowns
DOXIX vs. NSTLX - Drawdown Comparison
The maximum DOXIX drawdown since its inception was -8.83%, smaller than the maximum NSTLX drawdown of -19.00%. Use the drawdown chart below to compare losses from any high point for DOXIX and NSTLX.
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Drawdown Indicators
| DOXIX | NSTLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.83% | -19.00% | +10.17% |
Max Drawdown (1Y)Largest decline over 1 year | -2.92% | -3.30% | +0.38% |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.65% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.00% | — |
Current DrawdownCurrent decline from peak | -2.30% | -3.01% | +0.71% |
Average DrawdownAverage peak-to-trough decline | -1.87% | -2.71% | +0.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 0.76% | +0.22% |
Volatility
DOXIX vs. NSTLX - Volatility Comparison
Dodge & Cox Income Fund Class X (DOXIX) has a higher volatility of 1.80% compared to Neuberger Berman Strategic Income Fund (NSTLX) at 1.55%. This indicates that DOXIX's price experiences larger fluctuations and is considered to be riskier than NSTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DOXIX | NSTLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.80% | 1.55% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 2.76% | 2.32% | +0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.57% | 3.62% | +0.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.92% | 5.01% | +0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.92% | 4.96% | +0.96% |